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wooferwax

12/05/17 11:56 AM

#61939 RE: quarrydawg #61937

I think in theory QMC could scale to what ever tonnage is needed. That should not be what is holding us back. The ability to sell what is produced seems to be the kink. Hopefully to be fixed soon. The big question on my mind is will QMC announce something going into this year's CES. If they don't I don't see why anyone would hold. I hope we just get another announcement about QMA. Oh and please QMC file your damn Q and K!

Etailer

12/05/17 12:15 PM

#61942 RE: quarrydawg #61937

This may be true today but QTMM with contracts in hand could scale up to 25 tons or more by bringing some new reactors online. I believe QTMM's flow process is much easier to scale up.

Ezal1

12/05/17 12:29 PM

#61944 RE: quarrydawg #61937

I don't know that this is an "apples to apples" comparison. I thought their 25 tons was a slurry. What is the concentration of their slurry vs ours? Just a thought.

Jamis1

12/05/17 12:30 PM

#61946 RE: quarrydawg #61937

You have to dig into the Nanosys data. 25 tons of qdot resin is their measurement. That’s a lot of excess weight from the resin. I think someone used some data to estimate they had 5-10 ton qdot capacity right now.

Recall this is Nanosys production facility capacity. QMC can double, triple, or quadruple their capacity within 6 months if demand needed.

Nanosys is at the front of the line, but for how long. They and Samsung are clearly leading tech innovation as of now, but what really matters is who brings the tech to the average consumer?